Capstone Investment Advisors
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Capstone Investment Advisors’s Western Union WU Stock Holding History

Capstone Investment Advisors’s Portfolio WU Stock Details WU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$448K Buy
+58,159
New +$488K ﹤0.01% 1290
2026
Q1 		– Sell
-57,396
Closed -$534K – 1878
2025
Q4 		$534K Sell
57,396
-137,775
-71% -$1.22M ﹤0.01% 1130
2025
Q3 		$1.56M Buy
195,171
+168,946
+644% +$1.41M ﹤0.01% 863
2025
Q2 		$221K Buy
+26,225
New +$249K ﹤0.01% 1501
2023
Q1 		– Sell
-6,528
Closed -$89.9K – 1700
2022
Q4 		$89.9K Sell
6,528
-18,691
-74% -$258K ﹤0.01% 1412
2022
Q3 		$340K Buy
25,219
+14,066
+126% +$220K ﹤0.01% 1373
2022
Q2 		$184K Buy
11,153
+3,947
+55% +$69.6K ﹤0.01% 1432
2022
Q1 		$135K Sell
7,206
-131,465
-95% -$2.43M ﹤0.01% 1818
2021
Q4 		$2.47M Buy
138,671
+79,949
+136% +$1.47M ﹤0.01% 1058
2021
Q3 		$1.19M Buy
58,722
+31,871
+119% +$704K ﹤0.01% 1349
2021
Q2 		$617K Buy
+26,851
New +$669K ﹤0.01% 1344
2021
Q1 		– Sell
-50,860
Closed -$1.2M – 1965
2020
Q4 		$1.12M Buy
50,860
+22,103
+77% +$480K ﹤0.01% 1047
2020
Q3 		$616K Buy
28,757
+23,499
+447% +$534K ﹤0.01% 1132
2020
Q2 		$114K Buy
+5,258
New +$107K ﹤0.01% 1259
2020
Q1 		– Sell
-18,552
Closed -$455K – 1400
2019
Q4 		$497K Buy
+18,552
New +$481K ﹤0.01% 1148
2017
Q3 		– Sell
-190,510
Closed -$3.63M – 759
2017
Q2 		$3.63M Buy
+190,510
New +$3.69M 0.1% 176
2016
Q4 		– Sell
-99,015
Closed -$2.06M – 1134
2016
Q3 		$2.06M Buy
99,015
+80,169
+425% +$1.65M 0.05% 254
2016
Q2 		$361K Buy
+18,846
New +$366K 0.01% 537
2016
Q1 		– Sell
-61,274
Closed -$1.1M – 782
2015
Q4 		$1.1M Buy
61,274
+51,174
+507% +$966K 0.03% 231
2015
Q3 		$185K Buy
+10,100
New +$192K ﹤0.01% 377

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capstone Investment Advisors's WU Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Western Union (WU) in Q2 2026: 58,159 shares worth $448K. The stake represents ﹤0.01% of the portfolio and ranks #1290 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in WU as recently as Q4 2025.

Capstone Investment Advisors first reported a position in WU in Q3 2015 and has held it in 20 quarters since. The position peaked at $3.63M in Q2 2017. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Capstone Investment Advisors held 58,159 shares of Western Union worth $448K as of Q2 2026.
  • Western Union was a new Capstone Investment Advisors position in Q2 2026.
  • Western Union made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1290 holding.
  • Capstone Investment Advisors first reported a position in Western Union in Q3 2015 and has held it in 20 quarters since.
  • Capstone Investment Advisors's Western Union position peaked at $3.63M in Q2 2017.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.